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Tradition Wealth Management’s Principal Financial Group PFG Stock Holding History

Tradition Wealth Management’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-291
Closed -$23K – 955
2023
Q4 		$23K Buy
291
+10
+4% +$724 ﹤0.01% 801
2023
Q3 		$20K Buy
281
+2
+0.7% +$155 ﹤0.01% 846
2023
Q2 		$21K Buy
279
+2
+0.7% +$144 ﹤0.01% 868
2023
Q1 		$21K Sell
277
-25
-8% -$2.12K ﹤0.01% 823
2022
Q4 		$25K Buy
302
+30
+11% +$2.57K ﹤0.01% 699
2022
Q3 		$20K Buy
272
+5
+2% +$359 ﹤0.01% 764
2022
Q2 		$18K Buy
267
+2
+0.8% +$141 ﹤0.01% 666
2022
Q1 		$19K Buy
265
+3
+1% +$217 ﹤0.01% 730
2021
Q4 		$19K Buy
262
+2
+0.8% +$140 ﹤0.01% 748
2021
Q3 		$17K Buy
260
+2
+0.8% +$128 ﹤0.01% 768
2021
Q2 		$16K Buy
258
+2
+0.8% +$128 ﹤0.01% 815
2021
Q1 		$15K Buy
256
+1
+0.4% +$56 ﹤0.01% 694
2020
Q4 		$13K Buy
+255
New +$11.7K ﹤0.01% 673

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tradition Wealth Management's PFG Position: Q1 2024 in Review

Tradition Wealth Management sold out of Principal Financial Group (PFG) in Q1 2024, closing a stake of 291 shares — an estimated $23K sold.

Tradition Wealth Management first reported a position in PFG in Q4 2020 and held it in 13 quarters. The position peaked at $25K in Q4 2022. 765 funds tracked by Wall St. Rank hold PFG as of Q1 2024.

  • Tradition Wealth Management reported no remaining Principal Financial Group position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 291 Principal Financial Group shares in Q1 2024, an estimated $23K.
  • Tradition Wealth Management first reported a position in Principal Financial Group in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Principal Financial Group position peaked at $25K in Q4 2022.
  • 765 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.